Machina Capital S.A.S. Acquires 4,083 Shares of Packaging Corporation of America $PKG

Machina Capital S.A.S. grew its stake in shares of Packaging Corporation of America (NYSE:PKG) by 79.0% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,253 shares of the industrial products company’s stock after purchasing an additional 4,083 shares during the quarter. Machina Capital S.A.S.’s holdings in Packaging Corporation of America were worth $2,017,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in PKG. Cornerstone Planning Group LLC increased its holdings in Packaging Corporation of America by 105.4% during the third quarter. Cornerstone Planning Group LLC now owns 115 shares of the industrial products company’s stock worth $25,000 after buying an additional 59 shares during the last quarter. Trust Co. of Toledo NA OH bought a new position in shares of Packaging Corporation of America in the 2nd quarter valued at about $33,000. Geneos Wealth Management Inc. increased its stake in shares of Packaging Corporation of America by 40.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 198 shares of the industrial products company’s stock worth $39,000 after purchasing an additional 57 shares during the last quarter. NBT Bank N A NY bought a new stake in shares of Packaging Corporation of America in the 3rd quarter valued at about $41,000. Finally, CYBER HORNET ETFs LLC acquired a new stake in Packaging Corporation of America in the 2nd quarter valued at about $44,000. Institutional investors and hedge funds own 89.78% of the company’s stock.

Packaging Corporation of America Stock Performance

PKG opened at $232.38 on Thursday. The company has a debt-to-equity ratio of 0.84, a current ratio of 3.16 and a quick ratio of 2.00. The business has a fifty day simple moving average of $210.92 and a 200 day simple moving average of $207.54. Packaging Corporation of America has a 1 year low of $172.71 and a 1 year high of $234.20. The company has a market capitalization of $20.91 billion, a PE ratio of 27.12, a price-to-earnings-growth ratio of 1.72 and a beta of 0.88.

Packaging Corporation of America (NYSE:PKG) last posted its quarterly earnings data on Tuesday, January 27th. The industrial products company reported $2.32 earnings per share for the quarter, missing the consensus estimate of $2.41 by ($0.09). The firm had revenue of $2.36 billion for the quarter, compared to the consensus estimate of $2.43 billion. Packaging Corporation of America had a return on equity of 19.18% and a net margin of 8.61%.The firm’s quarterly revenue was up 10.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.47 EPS. Packaging Corporation of America has set its Q1 2026 guidance at 2.200-2.20 EPS. Research analysts expect that Packaging Corporation of America will post 10.44 EPS for the current year.

Packaging Corporation of America Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 15th were issued a $1.25 dividend. The ex-dividend date of this dividend was Monday, December 15th. This represents a $5.00 dividend on an annualized basis and a yield of 2.2%. Packaging Corporation of America’s payout ratio is currently 58.34%.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on PKG. Citigroup boosted their price target on Packaging Corporation of America from $226.00 to $227.00 and gave the stock a “neutral” rating in a research report on Thursday, January 29th. Truist Financial decreased their target price on Packaging Corporation of America from $273.00 to $270.00 and set a “buy” rating on the stock in a report on Thursday, January 29th. Wells Fargo & Company raised their price target on Packaging Corporation of America from $233.00 to $234.00 and gave the company an “overweight” rating in a report on Thursday, January 29th. UBS Group upped their price objective on shares of Packaging Corporation of America from $230.00 to $235.00 and gave the company a “neutral” rating in a report on Monday, January 12th. Finally, Wall Street Zen raised shares of Packaging Corporation of America from a “sell” rating to a “hold” rating in a research report on Saturday, January 3rd. Four analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $236.00.

Packaging Corporation of America Company Profile

Packaging Corporation of America (NYSE: PKG) is a leading North American manufacturer of containerboard and corrugated packaging products. The company produces a range of paper-based packaging solutions including linerboard, corrugating medium, corrugated shipping containers, retail-ready packaging and point-of-purchase displays. In addition to core packaging products, Packaging Corporation of America offers packaging design, testing and supply-chain services intended to optimize protection, cost and sustainability for customers.

Headquartered in Lake Forest, Illinois, the company operates an integrated network of mills and corrugated manufacturing facilities across the United States and serves customers throughout North America in industries such as e-commerce, grocery and food & beverage, consumer packaged goods and industrial markets.